Partnering With Purpose To Elevate Your Journey

SBH Consultants
SBH Consultants
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    • Who We Are
    • Services
      • Insurance Solutions
      • Senior Health Insurance
      • Financial Services
      • Estate Planning
      • Tax Preparation Services
      • Coaching & Consulting
    • Contact US
    • FAQ
    • The Advisor Collective
    • Become a PTIN Partner
    • Community Circle Workshop
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  • Home
  • Who We Are
  • Services
    • Insurance Solutions
    • Senior Health Insurance
    • Financial Services
    • Estate Planning
    • Tax Preparation Services
    • Coaching & Consulting
  • Contact US
  • FAQ
  • The Advisor Collective
  • Become a PTIN Partner
  • Community Circle Workshop
  • Privacy Policy

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WHO WE ARE

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Our Story

Our story began with a passion for helping insurance professionals and businesses succeed. We are a "bizhub" (business hub) with over 20 years of experience in start-up markets and business development. Our founder, Muriel Evans, recognized the need for empowering independent insurance agents and financial professionals with the tools, training, and support they need to grow. She set out to create a company that would meet that need - and more. Today, we proudly continue our mission: to build a community where agents and advisors feel supported, connected, and equipped to deliver real protection and financial security to the families they serve. Guided by the same passion and commitment to excellence, we empower clients to simplify their finances, maximize opportunities, and build lasting legacies.

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Your Goals!

 Partner with our advisors to turn your goals into reality. We offer dynamic in-person and virtual sessions designed to equip you with the tools for protecting your legacy or planning for your financial future. Through a collaborative process, we work closely with agents and individuals to develop actionable strategies and drive meaningful results.

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Our Coaching

At Synergy Insurance Services, our Coaching Program helps individuals, insurance agents and financial professionals step into their next level of confidence, clarity, and influence. Through personalized guidance, real‑world strategies, and high‑touch support, advisors learn how to lead with purpose, communicate with impact, and build stronger, trust‑driven client relationships. This coaching experience equips professionals to elevate their performance, grow their business, and lead with the kind of presence that inspires lasting success. 

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Secure Your Future

 Ready to secure your family’s future? Book a quick call today and explore the plan that fits your life and your goals. 


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